News

Compliance & Regulation, Residential Property

ALP changes to hit current property investors hard

Research house RiskWise has disputed the federal opposition’s claims its proposed changes to negative gearing and capital gains tax (CGT) will not impact on existing investors as the measures will be grandfathered.

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Documentation, Estate Planning

Control of fund key to estate plan

The person who assumes control of an SMSF upon the death of a trustee or member is the most important factor in guaranteeing the benefits of the deceased are distributed to the desired recipients, a specialist SMSF lawyer has said.

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ETFs, Fixed Income

Fixed income active ETF to target SMSFs

BetaShares and Legg Mason have launched Australia’s first fixed income active exchange-traded fund (ETF), which will target SMSFs and other retail investors.

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ATO, Uncategorised

SMSFs shown to outperform APRA funds

The latest Class “SMSF Benchmark Report” has refuted the Productivity Commission’s claims that Australian Prudential Regulation Authority (APRA)-regulated funds are outperforming SMSFs, following a like-for-like comparison.

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Investments, Strategy

Diversification across defensive assets essential

Investor portfolios require a mix of defensive assets as each category has a role to play in today’s market, a boutique fund manager has said.

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Residential Property

National vacancy rate lowest since 2014

The latest SQM Research data shows the national residency vacancy rate fell to just 2 per cent in October, its lowest level since March 2014.

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Investments

Fundamentals crucial in start-up investing

Individuals looking to invest in organisations that are in start-up phase must look at traditional company fundamentals to assess whether these entities will perform well and provide a good opportunity to enjoy solid returns, a financial commentator has said.

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Compliance & Regulation

Government moves to fix legal anomalies

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The federal government has announced it will be amending the current superannuation legislation to correct a few irregularities that have led to poor and inconsistent outcomes for SMSF trustees.

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Compliance & Regulation, Investments

Govt to launch franking credit inquiry website

The federal government will soon establish a website to encourage all concerned parties to express their views to the House of Representatives Standing Committee on Economics inquiry into the proposed removal of franking credit refunds for certain individuals.

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Investments

Fixed income opportunities to be found overseas

Individuals looking to invest in bonds should consider an allocation extending beyond Australian government bonds, according to a specialist fund manager.

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